Carepatron now lets you use electronic prescribing (eRx) through its integration with DoseSpot, so you can send prescriptions electronically directly within the platform. This feature simplifies your prescription workflow by connecting your workspace, clinicians, and patients to the DoseSpot e-prescribing network.
In this article, we will cover the following:
Clinic registration: Connect your workspace to DoseSpot by registering your clinic location and contact details.
Clinician registration: Link individual practitioners to DoseSpot to enable them to issue electronic prescriptions.
Patient registration: Add patients to DoseSpot so prescriptions can be sent to pharmacies on their behalf.
Precribing with DoseSpot: The embedded interface within Carepatron for searching medications, writing prescriptions, and sending them to pharmacies.
Setting up two-factor authentication (TFA) for controlled substances: EPCS prescribing requirements, including initial two-factor authentication setup and first-time activation process
Note: This feature is currently in Alpha release, which means the feature is still in early testing and gradual rollout. It is available to a limited group of users while we monitor performance, gather feedback, and make improvements before a wider release.
Register your clinic
Clinic registration is the first step to setting up e-prescribing for your workspace. This connects your Carepatron workspace to DoseSpot and prepares it for clinician onboarding.
Go to Settings → My Profile → Connected Apps.
Find the DoseSpot card and click Connect workspace account.
Fill in clinic details:
Workspace name (pre-filled)
Select or add a location
Address, city, state, zip code, country
Phone number (+1 for US numbers)
Click Connect.
Confirm registration:
Workspace shows Admin badge
Clinic location shows a green checkmark
Options:
Connect another clinic – Add more locations
Connect your account – Proceed to clinician registration
Add clinicians
Clinician registration connects individual practitioners to the DoseSpot network. Each clinician must provide personal and professional details, assign clinic locations, and complete identity verification.
To register:
Click Connect your account under the registered clinic.
Fill in professional details:
First and last name (pre-filled)
Date of birth
NPI (Type 1) number
Phone and professional address
Assign clinic locations:
Select one or more locations
Once a location is selected, it expands to show additional optional fields specific to that location:
Use as default – Set this location as your default prescribing location.
DEA number (Optional) – Your Drug Enforcement Administration number for this location.
NA DEA number (Optional) – Your state-level narcotic authority DEA number.
Medical license number (Optional) – Your medical license number for the state where this location operates.
Submit registration by clicking Connect. The DoseSpot card will update to show your email address along with two status indicators:
Account created – Displays a loading spinner while DoseSpot processes your registration. This typically takes less than a minute. Once confirmed, a green checkmark (✅) will appear.
ePrescribing agreement & ID verification – Initially shows a red indicator (❌) as this step is not yet complete.
Once confirmed, click Finalize your account.
Complete identity proofing:
Sign DoseSpot ePrescribing Authorization Agreement
Complete Experian Facial Proofing
⚠️Important: Clinicians cannot prescribe until identity verification is complete.
Add patients
Patients must be registered in DoseSpot before a clinician can prescribe for them. This collects essential demographic and contact information.
To register them:
Go to Clients → Select client → Medication tab.
This tab contains two panels:
Medication – Track and manage your client's prescriptions and historical medication list. Includes a + Request prescription button.
Pharmacy – Displays the list of pharmacies assigned to the patient. Initially shows "No pharmacy found" until a pharmacy is set through DoseSpot.
Click the + Request prescription button. The Client eRx enrollment with DoseSpot side panel will appear.
The following fields are available, with some pre-filled from the client's Carepatron profile:
First name and Last name – Pre-filled from the client record.
Date of birth – The client's date of birth in MM/DD/YYYY format.
Sex – The client's biological sex (required by DoseSpot).
Phone number – A valid US phone number with the +1 country code.
Email – The client's email address.
Physical address – Street address, Suburb/Province, City, State, Zip code, and Country.
Vitals (required for patients aged 18 and under):
Height – With selectable unit (cm)
Weight – With selectable unit (kg)
Click Create to register the patient.
Start prescribing with DoseSpot
Once the patient is registered, the DoseSpot interface opens as a full-page modal inside Carepatron. Clinicians can search pharmacies, add medications, and send prescriptions electronically.
To start prescribing:
Review patient information such as their address, phone number, insurance plan, and Medical record number (MRN). Complete the Drug allergies information if applicable.
Click +Add prescription from the left sidebar. The flow has three steps: Choose Pharmacy → Add Prescriptions → Review.
In Choose Pharmacy, search by pharmacy name, select the correct location from the results, then click Next. The selected pharmacy will be saved as the patient’s default pharmacy.
Search for medications by name using the search bar.
ℹ️ Results are organized into tabs: Medications & Supplies, Clinic Presets, Favorites, and Order Sets. You can also create a Custom Supply or Custom Compound if needed.
Click on a medication to configure the prescription details.
Configure prescription details.
ℹ️ A detail panel opens with the following fields:
Diagnosis codes (Optional) – Search for diagnosis codes by name, with up to 2 codes per set.
No substitutions / Urgent – Optional checkboxes.
SIG builder – Build medication instructions using structured fields:
Dose delivery method (e.g., Take)
Dose quantity
Dose form (e.g., Tablet)
Route of administration (e.g., Oral)
Frequency
Day supply
Patient directions (SIG) – Free-text instructions for the patient.
Total dispense and Total dispense form – The quantity and form to dispense.
Refills – Number of refills authorized.
Effective date – Defaults to today's date.
Dose calculator – An expandable tool for calculating dosage.
Pharmacy – Pre-filled with the selected pharmacy.
Pharmacy notes – Additional notes for the pharmacy.
Click Create medication to add it to the prescription, or Clear or Cancel to discard.
Review and add more medications.
ℹ️After creating a medication, it appears in the Items to prescribe panel with key details such as instructions, dispense count, and refills. You can add more medications or click Next to review. The sidebar will show Continue prescription and indicate how many items are saved as drafts.
Review and send
ℹ️In the Review step, all prescription items appear in a table showing details, quantities, pharmacy, entered by, date, and status. Select prescriptions using the checkbox to approve them.
At the bottom of the screen, you can:
Save as pending prescription – Save without sending
Print prescription – Generate a printable copy
Cancel – Discard the prescription
Approve & send – Send electronically to the pharmacy
Click Approve & send to transmit the prescription.
View synced prescriptions in Carepatron. After closing the DoseSpot modal, the client’s Medication tab automatically updates with the latest prescription data.
Go to Clients from the left sidebar, select a client, and click the Medication tab.
Prescriptions are organized into tabs: Active, Inactive, Self-reported, and Renewal requests, each of which shows a count. Each active prescription card displays:
Medication name and status
Instructions
Effective date, dispense count, refills, and prescribing clinician
Expandable details such as last filled date, days supplied, pharmacy details, and notes
The Pharmacy panel also updates to show the assigned pharmacy with a Default badge and full address.
Click "+ Request prescription" to register the patient and begin prescribing.
Setting up two-factor authentication (TFA) for controlled substances
To prescribe controlled substances electronically (EPCS), you’ll need to complete an additional verification step by setting up two-factor authentication (TFA).
While you can begin prescribing standard medications as soon as identity proofing is complete, any attempt to prescribe controlled substances before TFA setup will trigger a DoseSpot warning, “You do not have permission to send controlled substances,” which is expected until setup is finalized.
To complete TFA activation in DoseSpot:
Click the bell icon (🔔) in the top right navigation bar. A red badge will indicate a pending notification.
In the notifications panel, select the “DoseSpot” tab.
Click “Complete TFA Activation,” shown in green beneath the tab.
Follow the on-screen prompts to complete two-factor authentication setup.
Once activation is complete, your account will be authorized to prescribe controlled substances.
If the “Complete TFA Activation” notification is no longer visible, you can still set up TFA through your DoseSpot profile by following these steps:
Click the profile icon in the top right navigation bar.
Select “Profile Settings” from the dropdown menu.
Scroll to the Prescriber PIN section.
Click “Create/Update PIN Number” and follow the on-screen prompts to complete TFA setup.
With both identity proofing and TFA completed, you are ready to prescribe controlled substances.
Simply re-enter the prescription that was previously blocked and follow the standard prescription workflow, noting that you will be prompted to enter your PIN when approving and sending the prescription.
After submission, DoseSpot will display a confirmation message indicating the prescription was sent successfully.
Please Note: DoseSpot has identified an issue where Identity Proofing (IDP) messages from Experian are being sent to spam by phone providers. They will be implementing additional text in application to inform clinicians of the issue, expected to go live in their April 2026 release.
In the meantime, clinicians attempting IDP and not receiving text messages should be advised to check their spam.
FAQs
Do I need to register my clinic before clinicians can prescribe?
Yes, clinic registration must be completed first to connect your workspace to DoseSpot and enable clinician onboarding.Can a clinician prescribe for multiple clinic locations?
Yes, clinicians can be assigned to one or more locations and set a default prescribing location for each.How do I know if a patient is ready for e-prescribing?
A patient must be registered in DoseSpot through the Medication tab; once registered, prescriptions can be created and sent electronically.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.